SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
-$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,861
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$7.16M
3
+$6.13M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.62M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$5.48M

Top Sells

1
+$31.4M
2
+$12.3M
3
+$11.5M
4
UNH icon
UnitedHealth
UNH
+$9.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.31M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.92%
3 Consumer Discretionary 6.67%
4 Financials 6.03%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$165K 0.01%
9,570
-115
852
$164K 0.01%
2,283
+1,644
853
$164K 0.01%
15,350
-4,000
854
$163K 0.01%
34,477
-50,545
855
$163K 0.01%
1,871
+201
856
$163K 0.01%
6,461
-1,898
857
$163K 0.01%
15,955
+847
858
$160K 0.01%
7,198
+525
859
$159K 0.01%
2,147
+121
860
$158K 0.01%
7,017
+60
861
$157K 0.01%
2,293
-148
862
$157K 0.01%
1,938
-232
863
$156K 0.01%
525
+77
864
$156K 0.01%
2,855
+2,396
865
$155K 0.01%
2,063
+821
866
$155K 0.01%
5,370
-30
867
$155K 0.01%
21,311
-23,011
868
$154K 0.01%
3,475
+300
869
$152K 0.01%
7,000
+662
870
$151K 0.01%
12,135
+12
871
$151K 0.01%
18,125
-5,685
872
$151K 0.01%
8,205
-23,665
873
$151K 0.01%
18,700
-200
874
$150K 0.01%
4,206
875
$150K 0.01%
7,915
-46
33 34
35
36 37